Australian equities relative to global equities Loading... : Investor Sentiment and Bull/Bear Views

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04:04
Feb 10
Richard Schellbach UBS Australia Equity Strategist Bloomberg Markets
Reallocate into Australia versus global
Offshore investors have been underweight Australia for a long time, and he expects that underweight to narrow. A rising AUD has historically been associated with Australian stocks outperforming global stocks, making this a good environment to reallocate into Australia.
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About Australian equities relative to global equities Investor Commentary

Across the available history and selected sources, Buzzberg tracks Australian equities relative to global equities across 1 sources: 1 bullish vs 0 bearish calls from 1 authors. Historical directional balance: 100% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 1 total trade idea tracked. Latest voices: Richard Schellbach.